With CCH iFirm Tracking, we’ve simplified tracking the volume of T1 returns during your busiest season. You don’t have time to waste on manual status tracking and updates. CCH iFirm Tracking gives you real-time oversight into T1 job progress – all relevant T1 information is pulled directly from Personal Taxprep or CCH iFirm Taxprep T1 automatically without need for any manual steps. This leaves your team to work on what matters most, clients.
Enjoy real-time progress updates
CCH iFirm Tracking seamlessly integrates with CCH iFirm Taxprep T1 and Personal Taxprep by providing you with a real-time overview of where each T1 return is at any given point. The power of this solution provides all relevant T1 job data automatically.
Identify over-assigned and under-assigned employees and make changes to balance workloads and reduce bottlenecks.
Historical Access
You can compare year-over-year returns to manage efficiency by reviewing active and completed returns to prioritize workflows. Go one step further by reviewing the status of difficult returns and identifying the root causes to implement smart solutions.
Compare progress to last year quickly and view the history of all changes made to any return.
Alerts
Set alerts so you don’t have to manually manage issues. Once you’ve dealt with a fire, CCH iFirm Tracking can monitor for changes. Keep flowing through returns while setting alerts for returns that are blocked, such as pending client issues.
Visual alerts let you know when returns remain in a given stage for longer than a set number of days.
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